Jeanette Kinstel
ad42nr@r.postjobfree.com
Objective: Organized and self-sufficient professional looking to leverage office administration experience and skills in documentation and database management towards supporting a company's mission and productivity goals
National Compressor Exchange, Inc., Queens, NY 04/2017 – Present
Office Manager/Administrative Assistant
Onboarded ERP Accounting System from DOS System to Windows System
Create and maintain levels of access for Accounting System
Trained employees on new Accounting System
Backup support to Accounts Payable & Receivable Specialist
Liaison to external IT Consultant
Review and update pricing on products in Accounting System
Schedule meetings for President and CEO
Plan company Board and Staff meetings, prepare agendas, and process meeting minutes.
Responsible for initiating and monitoring utilities for three buildings.
Setup and complete documentation to participate in Government bids for Remanufacturing of Air Conditioning and Refrigeration Compressors
Generate and update annual contracts for customers, negotiate pricing and availability on products
Developing and implementing policies by setting up procedures and standards to guide the office’s daily operation.
Organized orientation and training of new office staff members.
Collecting and sending out tools for calibration
Quarterly auditing of calibrated tools
Purchasing factory and office supplies from vendors
Write up of employee reviews/feedback and schedule follow-up discussions.
ISO – management tool used to evaluate; confirm & verify activity related to quality control.
Verify company’s quality management system complies with ISO standards and meets the quality objectives of the business to obtain ISO certification.
BNY Mellon, New York, NY 03/2003 - 11/2016
Project Manager – Vice President – Team Leader – AVP/Assistant Manager
Assisted Service Directors with platform migrations.
Prepared client welcome packages
Coordinated meetings with clients to review progress of transformation initiatives.
Coordinated with technology departments client account coding.
Coordinated all training requirements for client base.
On-boarded and trained Client Service teams on internal platforms
Assisted Risk Manager by conducting semi-annual internal audits.
Updated Line of Business Policies and Procedures
Coordinated, created, and published departmental Policies and Procedures on SharePoint
Performed due diligence and oversight functionalities to improve workflow and reduce errors.
Managed a staff of 14 Custody professionals and approve various securities and cash they process on behalf of mutual fund clients.
Interfaced daily with fund managers (clients and investment managers), accountants and sub-custodians (domestic and international) advising of any settlement issues and aiding in their resolution, including intra-day liquidity and funding issues.
Oversaw client accounts’ day-to-day operations including trade settlements (both domestic and global), principal and interest payments, interest rate swaps, Repurchase Agreements (Tri-Party and regular REPOs), Money Market Instruments and Commercial Paper.
Managed cash / treasury positions of client accounts, approve outgoing USD cash wires via the Fed / Chips system, analyze and report on the rate of return of the cash's Short-Term Investment / Cash Reserve Funds.
Assisted administrators in balancing currency accounts via foreign exchange or outgoing / incoming payments via SWIFT.
Facilitated clients' access to the Bank's online reporting / instruction system (WORKBENCH) and provide ad-hoc, customized reporting when necessary.
Co-managed a Mutual Fund client group, a staff supervisory function allowing authorization of inter-bank monetary transactions in excess of $1 billion.
Managed and resolved daily cash variances, asset breaks, and on-line inquiries specifically related to principal / interest accrual calculations / breaks and report findings to the client.
Communicated with client and Bank’s Operations’ areas to facilitate processing of relevant domestic / global daily work and inquiries including, but not limited to, settlements, cash / stock dividends, principal / interest payments, and reorganizations / corporate actions.
Skills: Proficient in Microsoft Office, Excel, PowerPoint, WebEx, Zoom, Skype, Concur T&E, SharePoint